Gaming & Leisure Properties (GLPI)vsIron Mountain Incorporated (IRM)
GLPI
Gaming & Leisure Properties
$47.17
+2.10%
REAL ESTATE · Cap: $13.44B
IRM
Iron Mountain Incorporated
$124.66
-4.29%
REAL ESTATE · Cap: $37.86B
Smart Verdict
WallStSmart Research — data-driven comparison
Iron Mountain Incorporated generates 347% more annual revenue ($7.25B vs $1.62B). GLPI leads profitability with a 55.1% profit margin vs 3.8%. IRM appears more attractively valued with a PEG of 2.70. GLPI earns a higher WallStSmart Score of 67/100 (B-).
GLPI
Strong Buy67
out of 100
Grade: B-
IRM
Buy64
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+23.3%
Fair Value
$60.27
Current Price
$47.17
$13.10 discount
Margin of Safety
-41.5%
Fair Value
$70.83
Current Price
$124.66
$53.83 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 55 of every $100 in revenue as profit
Strong operational efficiency at 79.4%
Attractively priced relative to earnings
Reasonable price relative to book value
Earnings expanding 36.4% YoY
Every $100 of equity generates 225 in profit
Earnings expanding 860.0% YoY
Conservative balance sheet, low leverage
Strong operational efficiency at 21.0%
Revenue surging 21.6% year-over-year
Areas to Watch
Elevated debt levels
Expensive relative to growth rate
Distress zone — elevated risk
3.8% margin — thin
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : GLPI
The strongest argument for GLPI centers on Profit Margin, Operating Margin, P/E Ratio. Profitability is solid with margins at 55.1% and operating margin at 79.4%.
Bull Case : IRM
The strongest argument for IRM centers on Return on Equity, EPS Growth, Debt/Equity. Revenue growth of 21.6% demonstrates continued momentum.
Bear Case : GLPI
The primary concerns for GLPI are Debt/Equity, PEG Ratio, Altman Z-Score. Debt-to-equity of 1.81 is elevated, increasing financial risk.
Bear Case : IRM
The primary concerns for IRM are Profit Margin, Piotroski F-Score, PEG Ratio. A P/E of 138.3x leaves little room for execution misses. Thin 3.8% margins leave little buffer for downturns.
Key Dynamics to Monitor
GLPI profiles as a mature stock while IRM is a growth play — different risk/reward profiles.
IRM carries more volatility with a beta of 1.22 — expect wider price swings.
IRM is growing revenue faster at 21.6% — sustainability is the question.
GLPI generates stronger free cash flow (159M), providing more financial flexibility.
Bottom Line
GLPI scores higher overall (67/100 vs 64/100), backed by strong 55.1% margins. Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Gaming & Leisure Properties
REAL ESTATE · REIT - SPECIALTY · USA
Gaming & Leisure Properties, Inc. (GLPI) is a leading real estate investment trust (REIT) focused on acquiring and managing high-quality gaming and related facility assets across the United States. Its robust portfolio features long-term leases with reputable gaming operators, providing a reliable and resilient income stream fueled by robust sector demand. Utilizing an innovative investment approach, GLPI not only maximizes rental income but also affords its tenants operational flexibility, enabling the company to adapt to the dynamic gaming and entertainment landscape. With its strategic positioning, GLPI offers institutional investors a compelling opportunity to gain exposure to the growing intersection of real estate and the gaming industry, promising attractive and consistent returns.
Iron Mountain Incorporated
REAL ESTATE · REIT - SPECIALTY · USA
Iron Mountain Inc. (NYSE: IRM) is an American enterprise information management services company founded in 1951 and headquartered in Boston, Massachusetts.
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